Andy Armstrong

@Atlas Wealth Llc

Latest period2024 - Q3

Reported2mo 5d ago

Managed Assets$231.745M

Total holdings82

Assets growth rate-72.74%

Assets growth rate (2-Q avg)121.22%

Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Atlas Wealth Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 82 positions.

Assets under management

The assets under management (AUM) of Atlas Wealth Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 231.745M in assets, with a quarterly growth rate of -72.74% and a 2-quarter average growth rate of 121.22%. The portfolio is managed by Andy Armstrong, and others.

Portfolio holdings

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
RSPInvesco S&p 500 Equal Weight Etf Recent Activity Increased 427.43%	10.23%	$23.701M 132,289 shares@ $179.16 avg price	Increased 427.43%
9029⤦U.s. Bancorp Pfd B Recent Activity Decreased -49.91%	9.91%	$22.952M 1.067M shares@ $21.52 avg price	Decreased -49.91%
AAPLApple Incorporated Recent Activity Decreased -49.96%	8.69%	$20.132M 86,406 shares@ $233.0 avg price	Decreased -49.96%
0605⤦Bank Of America Corporation Pfd 1 1200ser2 Recent Activity Decreased -52.02%	7.16%	$16.591M 734,104 shares@ $22.6 avg price	Decreased -52.02%
PGProcter And Gamble Company Recent Activity Decreased -51.75%	6.36%	$14.738M 85,095 shares@ $173.2 avg price	Decreased -51.75%
MSFTMicrosoft Corporation Recent Activity Decreased -50.09%	5.38%	$12.461M 28,959 shares@ $430.31 avg price	Decreased -50.09%
3814⤦Goldman Sachs Group, Incorporated. Pfd A 1 1000 Recent Activity Decreased -59.01%	3.88%	$8.969M 386,274 shares@ $23.22 avg price	Decreased -59.01%
6174⤦Morgan Stanley Pfd A 1 1000 Recent Activity Decreased -54.7%	3.49%	$8.08M 353,914 shares@ $22.84 avg price	Decreased -54.7%
GOOGAlphabet Incorporated Cap Stk Class C Recent Activity Decreased -50.39%	3.39%	$7.851M 46,961 shares@ $167.2 avg price	Decreased -50.39%
AIRRFirst Trust Rba American Industrial Renaissance Etf Recent Activity Decreased -50.98%	3.2%	$7.399M 99,085 shares@ $74.68 avg price	Decreased -50.98%